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Welsh LGPS - Strategic Asset Allocation Training Day

Event Date: 08-11-2018
Duration: 10.00 - 13.30

LA Forum have pleasure in sharing details of the latest Welsh LGPS officer training seminar, taking place at the stunning Llangoed Hall, Brecon, Powys 8th November.  If you are a local authority pension officer or board member involved in managing and monitoring your organisation’s financial risks, this event will give you a fresh take on some familiar strategies and risks.  Experts will discuss the investment strategy across a range of asset classes. 

This event is reserved for LGPS officers only, lunch and refreshments included on the day.

Strategic Asset Allocation Training 

Location: Llangoed Hall, Llyswen, Brecon, Powys, Wales, LD3 0YP

Date: Thursday, 8th November 2018

09:30 - Registration & Refreshments

09:55 - Opening Remarks from Mark Turnbull, Director, LA Forum

10:00 - THEME 1Global equities have been enjoying the so-called 'goldilocks' investment environment but how long can this continue, and what does that mean for the asset class?

10:30 - THEME 2 - Emerging markets have experienced extreme volatility and declines in debt and equity.  However, progress in key areas point to a recovery that could be within sight. 

11.00 - THEME 3 – Fixed Income has long acted as a safety net but rising rates pose a challenge. In this session we will discuss how fixed income is positioned today, managing risk, long vs. short duration, views on geopolitical risk in Europe and current trends in ESG and social bonds.

11:30 - Refreshments & Networking Break

12:00 - THEME 4 - Infrastructure has attractive characteristics including dividend yields, inflation participation, portfolio diversification.  What is best practice when considering investment strategy & process?

12:30 - THEME 5 - UK Residential investment opportunities & implementing PRS strategies.  Can the supply and demand imbalance lead to positive performance and an opportunity for institutional investors.

13:00 - THEME 6 - Responsible investing in asset pooling. In the final session, we will consider why environmental, social and governance issues matter.  

13:30 - Lunch & Networking Break

14.30 - Close of Conference

Welsh LGPS - Strategic Asset Allocation Training Day

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